Configure post-visit features so field reps can record expenses, update account
ratings, and manage assessment tasks from the Visit record page.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life Sciences
Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life
Sciences Customer Engagement managed package.
Configure Visit Expenses Configure visit expenses so field reps can record and allocate costs, such as meals or travel, from the visit record page.
Configure Ratings Configure visit ratings so field users can view and update account ratings directly from the visit record.
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